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MidwesternJD's
Net Worth for September 2019
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Assets
Value
Change ($)
Change (%)
Cash
$5,074
$574
12.76%
Stocks
$21,800
$637
3.01%
Bonds
$2,841
$21
0.74%
Annuities
$0
-
-
Retirement
$443,690
$3,798
0.86%
Home
$250,000
-
-
Other Real Estate
$0
-
-
Cars
$29,000
($1,000)
(3.33%)
Personal Property
$0
-
-
Other Assets
$41,726
$845
2.07%
Total Assets
$794,131
$4,875
0.62%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$145,673
($531)
(0.36%)
Other Mortgage(s)
$0
-
-
Student Loans
$157,000
$500
0.32%
Credit Cards
$2,081
($633)
(23.32%)
Car Loans
$20,200
($650)
(3.12%)
Other Debts
$0
-
-
Total Debts
$324,954
($1,314)
(0.40%)
Net Worth
$469,177
$6,189
1.34%
*
All values shown in USD ($)
Notes:
Stocks = DD 529
Bonds = Taxable
Other = HSA
Maxed the 457 with the last paycheck this month... looking forward to a 3-paycheck month in October!
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